1y return+23.8%S&P 500 +20.9%
3y return+63.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $152 against $157 in the S&P 500.2
CJM Wealth Advisers, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $107.3M | 28.2% | |
| QQQInvesco Qqq Tr | $66.2M | 17.4% | +1.8% |
| IJHIshares Tr | $41.0M | 10.8% | −1.7% |
| IJRIshares Tr | $25.2M | 6.6% | −2.8% |
| CGDVCapital Group Dividend Value | $24.6M | 6.5% | +14.2% |
| VTVVanguard Index Fds | $13.9M | 3.6% | −6.1% |
| VBKVanguard Index Fds | $10.9M | 2.9% | −2.9% |
| BRK/BBerkshire Hathaway Inc Del | $7.7M | 2.0% | −2.2% |
| IWFIshares Tr | $6.9M | 1.8% | −9.6% |
| Exxon Mobil CorpCUSIP 30231G102 | $6.4M | 1.7% | |
| AAPLApple Inc | $5.8M | 1.5% | |
| VEAVanguard Tax-managed Fds | $4.6M | 1.2% | +1.5% |
| IBMInternational Business Machs | $3.3M | 0.9% | |
| IWDIshares Tr | $2.7M | 0.7% | +3.9% |
| VOTVanguard Index Fds | $2.6M | 0.7% | −8.0% |
| IWMIshares Tr | $2.5M | 0.6% | −2.7% |
| VIGVanguard Specialized Funds | $2.4M | 0.6% | |
| GOOGAlphabet Inc | $2.4M | 0.6% | −3.0% |
| VBRVanguard Index Fds | $2.2M | 0.6% | −10.2% |
| AMZNAmazon Com Inc | $2.0M | 0.5% | −4.3% |
| NVDANvidia Corporation | $1.9M | 0.5% | −1.4% |
| MSFTMicrosoft Corp | $1.9M | 0.5% | +1.4% |
| QCOMQualcomm Inc | $1.9M | 0.5% | |
| KLACKla Corp | $1.8M | 0.5% | +900.0% |
| TCAFT Rowe Price Exchange-traded | $1.8M | 0.5% | −1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $1.9M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $1.1M |
| GEGe Aerospace | December 31, 2023 | +192.8% | $805K |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $1.4M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $2.4M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $6.4M |
| GEVGe Vernova Inc | June 30, 2025 | +122.0% | $615K |
| IBMInternational Business Machs | December 31, 2021 | +110.4% | $3.3M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $1.6M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $66.2M |
Sold off last quarter
- HCAHca Healthcare Inc was $226K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.4% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.1% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −15.5% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: CJM Wealth Advisers, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1992748&type=13F-HR&dateb=&owner=include&count=40CIK 1992748
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1992748/000199274826000003/Filed July 17, 2026 · accession 0001992748-26-000003